S J Logistics (india) Limited · NSE:SJLOGISTIC
S J Logistics (india) — Investor Presentation (June 2024)
20 slides from S J Logistics (india)'s investor presentation, Jun 14, 2024
Slide 1: S J Logistics (India) Ltd.
www.sjlogistics.co.in S J LOGISTICS (INDIA) LTD. P R I VAT E & CO N F I D E N T I A L
Slide 2: Company Overview
COMPANY OVERVIEW • 2 decade old Company providing Logistics and Supply Chain solutions across South America, Europe, Gulf & South East Asia • Key services includes Project Cargo, Ocean & Air Freight Forwarding, Customs Clearance, Inland transportation Warehousing, Door Delivery & NVOCC • Member of a
Slide 3: www.sjlogistics.co.in
www.sjlogistics.co.in 03
Slide 4: Project Cargo and Ocean Freight Forwarding
• Transportation of oversized, critical and high value cargo related to infrastructures projects requiring specialized storage, lifting and transporting • Handled on turnkey basis PROJECT • Detailed planning and technical experience depending on the commodity size, weight, complexity, or configurati
Slide 5: Air Freight, Warehousing, Customs, Inland Transportation, NVOCC, Door Delivery
AIR FREIGHT WARE CUSTOMS INLAND TRANS- NVOCC DOOR FORWARDING HOUSING CLEARANCE PORTATION CARGO DELIVERY • Provide air freight • Proposed • Preparation and • Picking of • NVOCC Cargo • Delivery at place is rates for both facility of submission of cargo from handling end to end Cargo export and import
Slide 6: Company milestones and registrations
2016-17 2014-15 Conversion of the Company from Private Limited to 2013-14 Public Limited Company. Receipt of FMC-OTI-NVOCC Bond issued by the Registration under the American Alternative Insurance Corporation Handling the first project cargo/ODC cargo for Multimodal Transportation Trunkey Project in
Slide 7: Industries Served
INDUSTRIES Yarn & Textile Commodities • Automobile • Heavy Engineering Goods Power Transmission • Rubber Tapes • Pharmaceutical • Carpet SERVED Handicraft Items • Iron And Steel Items Russia Canada USA Europe China Japan India Mexico West Middle Veitnam, Thailand Panama Africa East East Africa Indon
Slide 8: Competitive Strengths
EXISTING AGENCY NETWORK AND ARRANGEMENTS • Strong Network with • Agency agreements with parties international companies located in countries like COMPETITIVE • Strong relationship with the ship Ecuador, Brazil, Chile, Peru, lines & carriers. United States of America, STRENGTHS • Able to negotiate fa
Slide 9: Project Cargo
DETAILS OF A FEW PROJECT CARGOS HANDLED Sr. No. Scope of Work Cargo Description Destination SPECIALIZED NICHE BUSINESS VERTICAL Complete end to end logistics service which includes pick up of cargo from supplier, custom clearance at POL, Ocean freight PROJECT CARGO Galvanized services from India to
Slide 10: Business Strategies
BUSINESS INCREASE PRESENCE & STRATEGIES EXPAND NETWORK • Continue to invest in enhancing presence into different geographies PSU CUSTOMERS ONBOARDING IATA LICENSE • Establish additional offices & • Specialized Focus: We're now targeting Public Sector • We're in the process of obtaining an IATA licen
Slide 11: Leadership
Rajen LEADERSHIP Hasmukhlal Shah Chairman & Managing Jeet Rajen Kulshekhar Director Shah Kumar Qualification: Whole Time Whole Time Chartered Director & CFO Director Accountant (CA) Qualification: Qualification: Experience: SP Jain School of Master of 33 years Global Managment International Master o
Slide 12: Certifications
CERTIFICATIONS www.sjlogistics.co.in 12
Slide 13: Industry Overview
INDUSTRY OVERVIEW Valued at US$ 250 billion in 2021 & predicted to increase Estimated to account for to US$ 380 billion by 2025, about 14.4% of GDP. at 10%-12% year-on-year growth rate Consists of 37 export promotion councils, 40 Participating Employs more than Government Agencies (PGAs), 22 million
Slide 14: Industry Overview Recent Trends
INDUSTRY OVERVIEW RECENT TRENDS Challenges Recent trends Segment break up (FY21) Structure Fragmentation - Only Tier-II and III cities have 10 percent organized witnessed a growth in & numerous Water Air consumption patterns, Organised unorganized players 4% 5% resulting in a focus-shift 10% towards
Slide 15: Management Commentary
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Slide 16: Sales Vertical-Service Statistics
2021-22 2022-23 2023-24 Over Dimensional Cargo Over Dimensional Cargo Over Dimensional Cargo 14.83% 4.79% 10.07% SALES Other Other 1.47% Other VERTICAL-SERVICE 0.35% 0.98% STATISTICS Project Cargo Project Cargo Project Cargo 10.17% 25.55% 38.04% Yarn & Yarn Yarn & Yarn Yarn & Yarn Commodities Commod
Slide 17: Financial Chart
Revenue from Operations Financial Chart FY 23-24 8,853.97 Revenue from operations EBITDA PAT Debt Equity ratio 7,922.60 27086.02 2943.29 173.72% 2261.23 81.96% 132.08% 1.60 Q3 Q4 43.65% 169.26% 377.51% 14885.34 1268.24 826.10 1.07 EBITDA PAT 8.35% 0.12 10362.43 173 471.01 8.52% 10.87% 5.55% FY 23-24
Slide 18: Statement of Assets & Liabilities
STATEMENT OF ASSETS & LIABILITIES (Rs. in lakhs) Consolidated Standalone As at the year ended Par�culars 31/3/2024 31/3/2023 31/3/2022 31/3/2021 EQUITY & LIABILITIES Shareholders' Funds (a) Share Capital 1,448.31 295.17 222.04 222.04 (b) Reserves and Surplus 9,756.05 2,845.75 1,342.14 1,169.15 11,20
Slide 19: Statement of Profit & Loss
STATEMENT OF PROFIT & LOSS (Rs. in lakhs) 18
Slide 20: S J Logistics (India) Ltd.
S J Logistics (India) Ltd. 901/902/903, Centrum, Wagle Industrial Estate, Thane West, Thane, Maharashtra 400604 D I S C L A I M E R This presentation or any other documentation or information (or any part thereof ) delivered or supplied should not be deemed to constitute prospectus or placement memo
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